EngineBI Reviews & Product Details

I highly recommend Engine BI if you're a professional services firm that wants more clarity from your financial data and to improve your forecasting and data-driven decision-making capabilities. The platform is built for professional services firms, with specific KPIs tailored for how we work. You can easily make business decisions based on real financial data, including when to hire, whether to invest in a new marketing initiative, what service lines are the most profitable, etc. This customization and focus on KPIs is what makes this software truly valuable. Review collected by and hosted on G2.com.

While no software is perfect, EngineBI strikes the right balance between depth and usability. Setup and integration required some upfront effort — especially ensuring our time tracking and service categories were clean — but the payoff was well worth it. Review collected by and hosted on G2.com.

EngineBI gives me the kind of clarity I wish I’d had years ago. I’ve spent my career in analytics, and I know how hard it is to get clean data and real insights in one place. This makes it easy. It helped me get control of my finances, spot overspending, and understand exactly where things were going off track. More importantly, it gave me the visibility I needed to fix it—and get us back to profitability. Review collected by and hosted on G2.com.

Honestly, nothing major. It does exactly what I need it to do. If I had to nitpick, maybe there’s a small learning curve at first—but it’s worth it. Review collected by and hosted on G2.com.

What I like best is that EngineBI is a financial intelligence platform that is optimized for how professional service firms operate. That was an important consideration for us. Their intuitive budgeting and forecasting setup make it easy to run comparisons to identify trends. Our subscription includes business coaching and benchmarking that has been extremely valuable in scaling our business. Review collected by and hosted on G2.com.

Mainly tailored towards firms that utilize QuickBooks online which may be a limitation for some agencies that utilize other accounting platforms. Review collected by and hosted on G2.com.

Engine BI is very easy to use, making it simple for anyone on our team to navigate. It truly gives us a clear understanding of our team’s finances, simplifying and streamlining our monthly financial analysis. The wide variety of reports available makes it easy to visualize and share our company’s overall health. Review collected by and hosted on G2.com.

We have yet to see any downsides to using Engine BI. Review collected by and hosted on G2.com.

Pulls all our P&L info in one place and removes the need for spreadsheets. Great view of revenue by client to ensure you mitigate your concentration risk. Review collected by and hosted on G2.com.

Took me some time to navigate at first. It takes a couple of cycles to set up but once you are up and running it as a great tool and a very helpful integration for your CFO / finance processes visibility and reporting. Review collected by and hosted on G2.com.

The best practice budgeting and forecasting processes it prescribes in working with your company's financials. Easy end-of-month summary and analysis. It is easy to import our financial data into the tool. Review collected by and hosted on G2.com.

We were an early adopter, so when we started up there wasn't clear documentation. That was a couple years ago though so that may have changed. Review collected by and hosted on G2.com.

EngineBI is user friendly, boasting an "Excel" like interface that allows for easy data entry and analysis. With the support of the team at EngineBI, we were able to implement the tool quickly, uploaded our current year budget and are creating quarterly forecasts and performing analysis on our data on a regular basis. Review collected by and hosted on G2.com.

Currently, data only integrates with Quickbooks, which means manual upload from other accounting systems. Review collected by and hosted on G2.com.

I’ve been using EngineBI for the past two years and it’s been very useful. The software has allowed the CFO to easily track financials, make key observations, and offer actionable suggestions. It's user-friendly, has great reporting and dare I say 'fun'. Highly recommend it for anyone looking to strengthen their financial management! Review collected by and hosted on G2.com.

Our company may be a bit small for EngineBI's target customer. Review collected by and hosted on G2.com.

Helpful tool for financial forecasting and reporting Review collected by and hosted on G2.com.

Nothing to dislike so far in using the product Review collected by and hosted on G2.com.

Best software for Financial Analysis and providing clients with a monthly presentation that is customizable and very user friendly. Love the monthly comparisons between Forecast and Actual data. Keeps us honest. Review collected by and hosted on G2.com.

Not much, I wish more of my clients used EngineBI Review collected by and hosted on G2.com.